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Andrew Reilly Dugery

22 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
351 advisors
Number of Clients
17,488 clients
Average Client Portfolio
$3.2M average
Assets Under Management
$56.3B

Fee Structure

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Location

1055 Westlakes Drive, Suite 130, Berwyn, PA, 19312

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Andrew works as an investment advisor for Wealth Advisory Group, dedicating nearly full-time hours. He also acts as a referral source for Corporate Benefits Alliance, an employee benefits consulting and brokerage firm, spending minimal time on this.

Employment History
Current Registrations
World Investment Advisors, LLC
November 2025 - Present · 3 mos
World Investments, LLC
November 2025 - Present · 3 mos
World Investments, LLCBroker
November 2025 - Present · 3 mos
Previous Registrations
Wealth Advisory Group, INC.
December 2011 - November 2025 · 13 yrs 11 mos
Bcg Securities, INC.
December 2011 - November 2025 · 13 yrs 11 mos
Bcg Securities, INC.Broker
December 2011 - November 2025 · 13 yrs 11 mos
Raymond James Financial Services Advisors, INC
March 2011 - November 2011 · 8 mos
Raymond James Financial Services, INC.Broker
August 2009 - November 2011 · 2 yrs 3 mos
Planco Financial Services, LLCBroker
November 2002 - February 2009 · 6 yrs 3 mos
State Registrations3 states
FLPATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andrew Reilly Dugery - Financial Advisor | TrueAdvisor